CASE STUDY: The Behind-The-Scenes Transformation Of "John & Jane" Into A Business Powerhouse

07/02/23 • 22 min

What’s your goal for starting a mortgage broking business? Is it to achieve financial freedom? Is it to be able to go on vacations anytime? Is it to be able to dedicate yourself to a noble cause? No matter your reason, the only way to achieve your goals is if you commit to making your business super profitable and optimised—to the point where you can afford to step back and go on your next big adventure.
In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted share the inspirational story of a powerhouse couple they coached to success. Initially, the couple’s only goal was to have more time on their hands. But now that they are able to go beyond 5x their volumes, they can set their sights on an even bigger goal: advocate sustainability. Tune in to find out more about the couple’s journey.
The Key Questions

What comes after obtaining financial freedom through mortgage broking? (2:55)
Can brokers afford to pursue social justice causes (4:09)
How can brokers let go of doing everything themselves in their broking business? (14:07)
When does a coaching relationship end? (19:14)

What You’ll Discover

Why a sustainable business must suit your personality (9:14)
The best way to deal with a leaky bucket of leads (11:46)
Win key partnerships by doing one thing in particular (15:58)
The reality of coaching relationships (17:43)

Accelerate Faster

You can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.
Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!

What comes after obtaining financial freedom through mortgage broking? (2:55)
Can brokers afford to pursue social justice causes (4:09)
How can brokers let go of doing everything themselves in their broking business? (14:07)
When does a coaching relationship end? (19:14)

What You’ll Discover

Why a sustainable business must suit your personality (9:14)
The best way to deal with a leaky bucket of leads (11:46)
Win key partnerships by doing one thing in particular (15:58)
The reality of coaching relationships (17:43)

Accelerate Faster

You can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.
Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!

Previous Episode

Building Systems The Right Way

Most brokers know how crucial systems are for the stability and growth of their broking business. The problem is, a lot of them still go about it the wrong way. They seek magic bullets, a one-size-fits-all plan to get their business up and running. Some even switch tech so often to find the one that “works.” But here’s the thing: Building systems is all about context.
And in this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted teach how mortgage broker businesses can start building systems that will actually work for them. They also talk more about the importance of building systems for the survival of broking businesses. Tune in to learn more.
The Key Questions

Why should brokers prioritise building systems for their broking business? (1:24)
Can brokers just hire an expert to build systems for their mortgage broker business? (8:19)
How can brokers assess context when building systems for their broking business? (11:43)
If there was just one correct way to build a broking business, what would it be? (13:51)

What You’ll Discover

The “Frankenstein’s Monster” model (2:58)
Building systems is boring (4:48)
Why you don’t have to overcomplicate things (15:52)
A common mistake many brokers make in fixing their systems (17:13)

Accelerate Faster

You can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.
Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!

Next Episode

500 Clients

500 clients are all you need. No, seriously. If you want to build a successful mortgage broking business, all you need is to aim to help 500 clients. But this doesn’t happen overnight. It’s something you can achieve over the next couple of years. And take note that it’s not about bringing in 500 clients to close 500 deals. Rather, it’s about helping these 500 people as best as you can. That’s the secret sauce to success.
In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted share why it’s so crucial for brokers like you to aim to help 500 clients in your broking business. They also talk about how committing to help more people will significantly motivate your team to do their best. Tune in to learn more.
The Key Questions

Should volume really be a measure of success for mortgage brokers? (7:01)
Why should brokers aim to help 500 clients? (10:41)
How can brokers attract, retain, and motivate their teams to stay focused? (13:29)
How can brokers find 500 clients? (15:43)

What You’ll Discover

Why you should shift your goal towards helping people (4:28)
Money is the byproduct of helping more people (8:27)
Mortgage broking is not about writing as many deals as possible (12:42)
Wanting to help a lot of people is not mutually exclusive with being ambitious (14:42)

Accelerate Faster

You can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.
Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!